Commercial Account Executive

Description :

JOB TITLE : Commercial Account Executive

JOB TYPE : FLSA Exempt

ESSENTIAL DUTIES & RESPONSIBILITIES :

Documentation

Manage the Client Insurance Program, utilizing agency management system. As a matter of routine, manages larger and more complex accounts than the Associate Account Executive. Duties include those that are done directly (higher level) or accomplished through other resources (i.e. assigned Account Managers or external resources) and not limited to :

• A point of contact with the Producer
• Initiate correspondence with the marketplace
• Act as a contact with vendors to ensure proper processing of requests necessary to effectively maintain the client’s insurance program
• Maintain positive client relationship and have the ability to analyze situations, make reasonable decisions and follow-through.
• Begin to demonstrate a consultative ability to instruct and guide the client
• Manage upcoming deadlines and events (perhaps under direction of Executive Team Lead, Sr. Account Executive, or Producer), informing and updating the Producer, as needed.
• Manage Accounts Receivables
• Manage Direct Billing with respect to Cancellations
• Responsible for ensuring the following are accomplished (via delegation to Account Managers or external resources) : Create Acord applications, including Supplementals, as needed, for submissions to Marketing Department and / or carriers.Create and complete COPE spreadsheets, as needed.Prepare Loss SummariesPrepare proposals for renewal termsIssue Acord Insurance Binders for renewal termsInitiate Premium Finance RequestsPrepare Schedules of Insurance for delivery to clientPrepare policies for delivery to clientProcess Policy Audits and Monthly ReportsIdentify and resolve Accounting discrepanciesCreate requests for changes to client’s coveragesProcess mail and phone requests on daily basisPrepare Acord applications
• Prepare documents for renewal terms, including Insurance Proposals, Acord Insurance Binders and Certificates of Insurance
• Adhere to document retention software documentation guidelines
• Perform Quality check and control on insurance policies in their entirety
• In absence of more senior team members, provide direction and guidance to other members when appropriate

Teamwork

Function as team member of the Client Services team to ensure superior service to all MMA Clients. These activities include but are not limited to :

Technical Expertise

Demonstrate the technical expertise to assist in maintaining the Client Insurance Program. These duties include but are not limited to :

REQUIREMENTS :